← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
301	TPSF Texas Permanent School Fund Austin, Texas	$13M	-$573K	8	0.2%	Reduced
302	NHAS Novo Holdings A/S Hellerup, Denmark	$13M	$0	1	0.84%	Maintained
303	SEC Seven Eight Capital New York	$13M	+$11.4M	4	0.69%	New
304	Brinker Capital Berwyn, Pennsylvania	$12.9M	-$1.59M	4	0.4%	Reduced
305	VCM Vigilant Capital Management Portland, Maine	$12.9M	-$1M	4	1.5%	Reduced
306	Natixis Paris, France	$12.9M	+$1.91M	2	0.08%	Increased
307	Tudor Investment Corp Stamford, Connecticut	$12.9M	-$13.1M	6	0.58%	Reduced
308	CAM Cormorant Asset Management Boston, Massachusetts	$12.8M	$0	1	0.51%	Maintained
309	IECM Intrinsic Edge Capital Management Chicago, Illinois	$12.7M	-$790K	1	1.59%	Reduced
310	Janney Montgomery Scott Philadelphia, Pennsylvania	$12.6M	+$5.81M	5	0.08%	Increased
311	HBK Investments Dallas, Texas	$12.6M	+$254K	2	0.12%	Increased
312	GEH General Equity Holdings Brooklyn, New York	$12.6M	-$5.79M	1	8.45%	Reduced
313	CT Cambridge Trust Cambridge, Massachusetts	$12.4M	+$185K	1	0.66%	Increased
314	HRT Financial New York	$12.2M	+$9.63M	3	0.53%	Increased
315	Amalgamated Bank New York	$12.2M	+$392K	9	0.23%	Increased
316	Walleye Trading New York	$12.2M	+$2.66M	5	0.08%	Increased
317	Maverick Capital Dallas, Texas	$12.2M	-$21.9M	4	0.18%	Reduced
318	M&T Bank Buffalo, New York	$12.1M	-$242K	6	0.06%	Reduced
319	Utah Retirement Systems Salt Lake City, Utah	$12.1M	-$265K	5	0.21%	Reduced
320	TIA Tandem Investment Advisors Charleston, South Carolina	$11.7M	-$2.66M	1	1.97%	Reduced
321	NIMC NWQ Investment Management Company Los Angeles, California	$11.7M	-$3.11M	1	0.29%	Reduced
322	Mairs & Power Inc St Paul, Minnesota	$11.7M	+$3.21K	1	0.13%	Increased
323	Advisor Group Phoenix, Arizona	$11.5M	+$3.17M	13	0.08%	Increased
324	JP Morgan Private Wealth Advisors San Francisco, California	$11.5M	+$892K	5	0.05%	Increased
325	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$11.5M	-$283K	3	3.57%	Reduced